Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Knighty Tin who wrote (30809)	8/9/1998 5:09:00 PM
From: Earlie	Read Replies (3) \| Respond to of 132070

MB: A tip of the Earlie hockey helmet to Eric and to Barrons. Nice to have a well publicized commentary that reiterates the evidence that has, as you note in your posting, been well aired here and elsewhere on the web. I loved the recently published charts from the Semi manufacturers' own association. One shows world-wide inventories. It looks like an F16 climbing on afterburner. The other shows world-wide pricing. It has the trajectory of an aerodynamic brick. Best, Earlie

To: Knighty Tin who wrote (30809)	8/9/1998 9:09:00 PM
From: Amir Shalit	Read Replies (1) \| Respond to of 132070

Mike, what's your current plan on PAGE? According to their latest restructuring plan, by mid '99, their annual eps run rate should be about $1/share and much more than that in free cash flow. Is it realistic? Amir